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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1951
Brown Capital Management
Maryland
$280K – – –
CRC
1952
Curi RMB Capital
Illinois
$280K +$22.2K +547 +9%
REMPR
1953
Roof Eidam Maycock Peralta (REMP)
California
$279K -$1.02M -25,170 -79%
CCA
1954
Conestoga Capital Advisors
Pennsylvania
$279K – – –
ZAM
1955
Zevin Asset Management
Massachusetts
$276K +$27.1K +666 +11%
PCM
1956
Perkins Capital Management
Minnesota
$275K -$27.5K -675 -9%
KL
1957
KWMG LLC
Kansas
$275K +$2.77K +58 +1%
RC
1958
RBF Capital
California
$275K +$20.3K +500 +8%
SHWM
1959
Smith & Howard Wealth Management
Georgia
$275K +$275K +6,765 New
TIM
1960
Tortoise Investment Management
New York
$273K +$54.5K +1,343 +25%
BHA
1961
Beech Hill Advisors
New York
$272K – – –
NA
1962
Nottingham Advisors
New York
$271K +$29.3K +720 +12%
TDC
1963
Thompson Davis & Co
Virginia
$271K +$108K +2,663 +67%
CL
1964
CIM LLC
New York
$269K -$3.45K -85 -1%
AIM
1965
Acuity Investment Management
Ontario, Canada
$268K -$85.3K -2,100 -24%
FIM
1966
Fernwood Investment Management
Massachusetts
$268K – – –
KTC
1967
Kistler-Tiffany Companies
Pennsylvania
$267K +$25.2K +619 +10%
GAAM
1968
Guinness Atkinson Asset Management
California
$266K +$123K +3,030 +86%
JIP
1969
Jaffetilchin Investment Partners
Florida
$265K -$6.5K -160 -2%
IG
1970
Ithaka Group
Virginia
$264K – – –
MWAN
1971
Mariner Wealth Advisors (NYC)
Kansas
$264K +$264K +6,490 New
GHAM
1972
Gilman Hill Asset Management
Connecticut
$260K -$12.8K -315 -5%
HP
1973
HT Partners
Connecticut
$259K -$44K -1,083 -15%
SFS
1974
Summit Financial Strategies
Ohio
$259K +$6.72K +165 +3%
ESBC
1975
E.S. Barr & Co
Kentucky
$259K +$31.8K +782 +14%
77 78
79
80 81